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John Dee
Safe Money Advisory and Asset Protection Specialist
John Dee is an expert in estate preservation and protecting assets from market risk and long-term care spend-downs. He has an extensive background in financial planning, with certifications from Boston University and the National Institute of Certified Estate Planners. John is also knowledgeable in veterans' benefits, specifically the Aid and Attendance Pension offered by the Veterans Administration.
Throughout his professional career, John has worked for various reputable companies, including Wealth Preservation Group, Inc., U.S. Benefit Analysts, and Retirement Planning Associates. He has also been a real estate investor in NY, VT, and MA. John's mission is to help clients relax in retirement, knowing they have a comprehensive plan in place to protect everything they own and everyone they love.
John's education includes studying at the Veterans Benefit Academy, Holyoke Community College, and West Springfield High School. He is also a member of various organizations, including serving as an Asset Protection and 401k Advisor at Wealth Preservation Group, Inc.
